NFTRH+; This negative view for the speculative inflation trades continues
The TSX Venture index looks like a short setup, much like the US small caps did a few weeks ago before they broke down. CDNX lost support, bounced to test…
The TSX Venture index looks like a short setup, much like the US small caps did a few weeks ago before they broke down. CDNX lost support, bounced to test…
[edit] I did not note below that despite the hammering gold is taking, it is still in a short-term uptrend of higher highs and higher lows. So technically at least,…
Using the S&P 500 and Nasdaq 100 futures as examples, let's bring the US market correction up to date. Monday played out to one option we had noted, which would…
Some interesting charts as the VIX got overdone to the upside and stocks did so too, to the downside. As noted in the linked VIX post, regardless of whether a…
Let's take a roundup of the 'gold vs.' ratios with the reminder that all of these charts would represent counter-cyclical and/or dis-inflationary signaling when they rise. We'll use GLD for…
As noted a few times previously, the XLV/SPY ratio has indicated bear markets on two of its previous three signals. These came in 2000 and in 2008, while the 2011…
When originally managing a potential pullback in the US markets back in Q4 2021 we noted, but (I) did not necessarily expect that the lower gaps could fill. We noted…
Personally, I am not convinced that this is still just a routine correction in the US stock market. But as certain table legs get kicked out from under the market,…
Silver is still in a downtrend and today it is poking the key marker it would need to clear to start to change that view. There is not much more…
I've increased the ratio of gold stocks to non-gold stocks in the portfolios today. Added were AEM and BTG (to go with GBR.V, MAI.V, GBRR.V, OGN,V, SSRM, WDO.TO and GDX)…
We have been tracking the TSX-V (JX, CDNX) both nominally as below and in ratio to the senior Canadian TSX. The signals have been negative with the nominal 'V' in…
Just a simple view of the Gold/SPX ratio as portrayed by GLD/SPY. You may recall that the ratio - a key macro fundamental consideration for a bullish gold stock view…
I shorted the Medical Devices ETF in the Model Portfolio to pair along with one of its components, a long position in MDT, which is a premier albeit much less…
With the 30yr yield breaking upward today (daily chart)... ...let's review the original theme (back in play after a little macro whipsaw), which was to build a right side shoulder…